Team accounts

Bring your team in, with the right access for each role.

Invite managers and staff to log in to your workspace with a role: Owner, Admin, Manager or Staff. Everyone works in the same system, and records show who did what.

What it does

Team accounts, in detail.

Four roles

Owner (everything), Admin (everything except billing and deleting the account), Manager (all compliance features, no billing or team access) and Staff (read documents, sign their policies, see the compliance calendar and use the learning centre).

Simple invitations

Invite by email. They set a password and land in your workspace.

Who did what

Records created by team members store who created them.

Change or remove access

Change a role or remove someone in seconds from Team access.

What it saves you

Less scrambling. Fewer surprises.

  • Sharing one login, and losing track of who changed what.
  • Doing every compliance task yourself.
  • Giving staff more access than they need.
What the auditor looks for
  • Governance: clear roles and responsibilities.
  • Workers who know where to find your policies and procedures.
  • Records with an audit trail.

General information based on the NDIS Practice Standards. Approved quality auditors decide independently.

How it works

Four steps.

  1. 1

    Open Team access

    In your account.

  2. 2

    Invite by email

    Choose a role.

  3. 3

    They set a password

    And sign in to your workspace.

  4. 4

    Adjust any time

    Change roles or remove access.

Try team accounts free

14 days · no card needed

Questions

About team accounts.

Do team accounts cost extra?

No. They are included in your plan.

Is this the same as the Team screen?

No. The Team screen lists your workers for staff sign-off and mock audits. Team accounts are logins. You can invite a worker to log in from the Team screen.

Can a manager see billing?

No. Billing is limited to the Owner.

Walk in prepared.
With your evidence in one place.

Start free, answer the set-up questions and see exactly where you stand today. Your tailored policies and procedures in about an hour.

Try every feature free 14 days · no card needed · cancel any time · Documentation guarantee